Your Trust Is in Place – Now Let’s Keep It Working
Estate planning isn’t a one-time task. It’s an ongoing relationship.
Life changes, laws evolve, and your family’s needs shift over time. Our Trust Maintenance Program is designed to help you keep your plan aligned with your goals, year after year. With expert support, regular reviews, and a proactive legal team in your corner, you can move forward with confidence, knowing your estate plan will be ready when it matters most.
An Ongoing Partnership for Peace of Mind
At Cookman Law, we believe estate planning isn’t just about signing documents – it’s about making sure your plan continues to work for your family when life inevitably changes.
That’s why we’ve created our Trust Maintenance Program, a membership designed to give ongoing support and legal guidance to clients who want their plans to remain current, compliant, and ready when it matters most.
Program enrollment is now open!
What’s Included
Trust Maintenance Program
What’s included:
Annual Legal Wellness Review
You will receive up to one hour of attorney or paralegal time each year to:
- Review and realign your assets with your estate plan
- Update documents based on life changes or legal developments
- Amend trust provisions for evolving family dynamics
- Discuss tax or public benefit changes that may affect your plan
- Host a Family Care Meeting to educate your successor trustee(s) or beneficiaries
- Assist with funding documents and beneficiary designations
Need additional work? You will also receive a 10% discount on any additional hourly or flat-fee services.
Coordination with Your
Professional Team
Your estate plan affects many areas of your life. We take care of the legal requirements, but we don’t stop there.
As part of your Trust Maintenance Program membership, our team will collaborate directly with your financial advisor, CPA, insurance professionals, and other trusted team members to make sure your legal planning fits into the broader picture.
You will also gain access to our national network of attorneys should your needs expand beyond California.
Dani Plan Document Vault
We will set you up with secure access to our Dani Plan platform, a membership portal and digital vault that holds:
- Estate planning documents
- Insurance policies
- Account logins and financial details
- Medical directives and health information
- Information related to digital assets
- Communication with your professional team,
special needs care team, and more
You can choose who to share access with (like your trustee, accountant, or loved ones) so they will never be left searching for paperwork in a crisis.
Member-Only Discounts
- 10% off legal services for any friends or family members you refer
- 20% off trust administration when the time comes for your plan to be carried out
A Thoughtful Fit for the Right Clients
Our Trust Maintenance Program is best suited for clients who:
If you are unsure whether the program is the right fit, apply below. We’ll review your information and let you know if it’s a good match – we want this to work well for you, and we will be honest if another option makes more sense.
Apply to Join
We are currently accepting applications from our clients who have completed estate plans into this program for our Trust Maintenance Program. Please complete the form below and a member of our team will contact you with your next steps. Thank you!